Investing near Glenview, IL
30 locations found near Glenview
View Map9:30 AM - 4:00 PM
1380 Patriot Blvd, Glenview
Investing
Investing
8:30AM - 5PM
8755 W Higgins Rd STE 200, Chicago
Investing
“I've been a part of DeRose Financial Planning for almost a decade and can confidently recommend their advising to anyone looking to take control of their finance.They've been meticulous in tailoring their advice to my evolving needs. As my career progressed, my family grew, and my priorities shifted, they adapted my financial plan with me. They never pressured me into cookie-cutter products or pushed unnecessary risks. Their focus was always on aligning my finances with my goals, whatever those goals might be.They are a people-first approach. They break down complex concepts into digestible language, ensuring I always understand the "why" behind their recommendations. This transparency and open communication have built immense trust, making me feel truly empowered to take ownership of my financial future.If you're looking for a financial planning company that goes above and beyond, look no further. You won't find a more dedicated, forward-thinking, and genuinely caring team anywhere else.”
Investing
“What a wonderful bank! Caring people, delightful service, hot coffee and sweets. Most of all, I love the friendly people here. Elizabeth Taylor, the bank manager is wonderful.”
Investing
“I love Irina Lazar, Jerry and Leena at DFBT because they do their job and are nice about it. I've decided that the world is filled with all kinds of ppl that sit at desks st watch the clock. Not at Deerfield Bank. THEY SOLVE MY PROBLEMS and banking is not a hassle anymore for me and my goldendoodle, Lily!”
Investing
“Been here since 2009 and I have had the best service along with information, help with my accounts and gratifications. I’m glad to be part of Wintrust community banks.”
Investing
“Northview VP/banker Chris Kaiser exceeded my expectations in helping me with my 2023 RMD Qualified Charitable Distributions. Although it was late in the year, she made sure that the charities & I could benefit from this. Also, due to arthritis in my hands it was difficult for me to address the envelopes, so she did it for me.Chris is one of the reasons I am a customer of Northview Bank and Trust.”
Investing
“I love this branch everyone is so nice and professional. However there is one relationship banker here in particular named Jeffrey that stands out the most. His demeanor is so charismatic and charming, Handsome too!! I highly recommend working with him if he's available!”
Investing
“The 2 branches (Evanston) are outstanding. friendly, helpful, knowledgeable and always wanting to make you a satisfied customer. Each person there from the branch manager to the tellers make you feel special.”
8:30 AM - 5:00 PM
540 Lake Cook Rd Ste 450, Deerfield
Investing
“Ryan is very knowledgable about the college planning process. I was suprised at the ways we needed to move our money around in order to take advantage of all the grants & scholarships that are offered.”
Investing
Investing
“My dad has a local account here and the tellers are very nice. I hate to say it, but I am very lazy and use the drive-thru window instead of walking into the bank. I especially like the holiday decorated deposit slips that they use...a little cheer for the sometimes drab winter weather. A word to the wise, don't even attempt to make a left turn headed westbound on Shermer or you're asking for an accident.”
Investing
“Wonderful friendly service! Went in earlier because I had to get a new debit card because my checking account was locked due to fraudulent charge attempts. Virginia was very kind & helpful. Issued me my new card, shredded my old one, & waited by the atm with me to make sure the card she issued worked & I was able to take money out. Excellent customer service from her! Thank you Virginia!!”
8AM - 5PM
9711 Skokie Blvd Suite C, Skokie
Investing
“I like to compare money and financial planning to your physical health. If you don’t plan and invest intentional time in it then it’s going to affect your habits, mental, spiritual and emotional health. It will prevent you from being your best self at your home and at the office.Mallory Carl with Edward Jones has significantly surpassed my wife and my expectations when it comes to financial advising and helping us with our future as well as our present. Since day one she has developed a relationship with us that is personal and professional. She has provided extensive knowledge in the field, while listening to all our issues, future plans and goals.If you need help taking your financial health to the next level then connect with Mallory and her team. You won’t regret it !”
Investing
“It is always a pleasure working with everyone at Invesco. Keith, Ryan and Nilu have a thorough understanding of investing, tax laws and real estate . Also, they offer numerous educational classes so everyone has the opportunity to learn about both simple and complex strategies to grow their wealth.”
Investing
“My friends are very highly recommending this Bank, and I am going to join the community too. Jelena Radnich, Translator/Interpreter English to talian, Bosnian, Serbian-Croatian, Russian [email protected] ph: 1.224.201.891 Translations done right- on time every time*”
Investing
“I needed some banking assistance (UBER charges that I did not authorize) and Angela was right there to help with every aspect of my needs. I couldn't be more pleased with everyone's demeanor and sense of community there. I always had great experiences with the location on Lawrence and the location on Western, so I guess that is just the way they do business (Wintrust/North Shore). There are still small banks out there that will not only remember your name but also provide you with personalized services. Thanks again Angela!”
8:00 AM - 5:00 PM
500 Lake Cook Rd Ste 300, Deerfield
Investing
Investing
Investing
“I have been banking with Village Bank since they opened up quite a few years ago. I have always found the employees very helpful and friendly. I usually go to the Palwaukee Plaza branch, nice people, convenient parking, and a coin counting machine. I can't ask for anything else. Bill R.”
Investing
“Great bank. Excellent customer service. Very friendly and helpful tellers, bankers, and security. Martha, Cesar and Kayla are the best! It’s a community bank and they are very warm and welcoming and treat their customers well. A breath of fresh air compared to the large national banks.”
Investing
“Xenia is amazing and so helpful!!! I had a great experience here and her customer service and hospitality is second to none. She should be acknowledged and rewarded for her amazing work and hospitality! Amazing experience.”
8:30AM - 4:30PM
8141 N Milwaukee Ave, Niles
Investing
8AM - 5PM
8204 W Oakton St, Niles
Investing
“Andrew is very knowledgeable and always available for advice. He helped my wife and me with a setup of a retirement account. Looking forward to working with Andrew to grow our nest egg. Excellent partner and highly recommended.”
Investing
“Colin Brennan has been our Fidelity Financial Consultant for five years. Extremely pleased with his professional knowledge and advice managing our retirement accounts. Colin worked diligently with us to obtain the investment mix best for us.”
Investing
“I saw so many positive reviews about Mrs Kelly Robert and I must confess that surely she is a skilled professional trader and the best among all as her clients all said, she managed my account after I Invested $1000 and got a successful withdrawal of $12,000 within few days of my investment, up-till now am still so shocked and surprised "It always seems impossible until it’s done with Mrs Kelly, your hard-earned money is 100% secured/Safe trust me you have nothing to lose or to be scared of at all, You can contact her via.”
Investing
“Downtown Glencoe, really unique place and kind of neighborhood oriented place. Has many good restaurants, salon, shop, bank and pharmacy.. most of place are local so if you are here you don’t feel like crazyness. Everything looks good and clean. Like the place you are looking for after spending crazy time in traffic and Chicago area. The place street have feels like some European cities will all local shop.”
Investing
“When I walked into the bank, I was greeted by the nicest guard who got a cup of water for me.Michael daniels was beyond helpful and answered my questions in a way that made me knowledgeable about my new account. If I could give a higher rating, I would!!”
8:30AM - 4:30PM
1033 Skokie Blvd STE 500, Northbrook
Investing
“My advisor, Arthur Anderson, is so kind. I've never used any other advisor. He explains everything. I've been able to really map out all of my spending and goal plans with his help. He's even given me specific account help with my mom's estate. I didn't think i needed a financial advisor until i had a financial advisor! I'm really happy with his help.”
Investing
“Chad is an exceptional financial advisor. Their office of Chad and Lisa provide the highest level of customer service. They both display genuine care for each and every one of their clients. I would most certainly recommend Chad to be your financial advisor!”
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Fifth Third Bank & ATM
2823 Pfingsten Rd, Glenview Locations
“Came in here for an issue related to my dad's account. Everyone was very friendly, I was greeted quickly, and told how long I had to wait. Customer service was great and I kinda wish this was my bank now.”